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Integration With Third-Party Apps#

ContractRoom can integrate different third-party apps for your organization, to enrich your contracting experience and the lifecycle of your documents. This document explains the available apps that customers can integrate into their ContractRoom instance.

Note

The integration with third-party apps is only available for private instances and cannot be configured in cloud shared environments.

The following sections describe the different Apps available to integrate with our platform and their specific interaction with ContractRoom.

To know more about these and more requirements needed, please contact your Platform Administrator.

Adobe Sign#

Adobe Sign is an eSignature platform that customers can integrate with ContractRoom as a provider for your electronic signature process in your ContractRoom private instance.

Customers can send the Documents they create in ContractRoom to the Adobe Sign platform so they can make use of their eSignature features. These documents are later available in ContractRoom as PDF files with the signature made in Adobe Sign.

DocuSign#

DocuSign is an eSignature platform that customers can integrate with ContractRoom as a provider for your electronic signature process in your ContractRoom private instance.

Customers can send the Documents they create in ContractRoom to the DocuSign platform so they can make use of their eSignature features. These documents are later available in ContractRoom as PDF files with the signature made in DocuSign.

Salesforce#

Salesforce is a Customer Relationship Management (CRM) platform than ContractRoom customers can integrate with their platform to retrieve information from their Salesforce account and insert data into their contracts.

Customers can make use of the data from Salesforce through Smart Tables in ContractRoom.

Workday#

Workday is a cloud-based Financial Management and Human Capital Management platform that customers can integrate with their ContractRoom private instance.

Users with this integration active can retrieve information directly from Workday to use it in their negotiations.